Installation Manual for Heidelpay Magento

Transcription

1 Installation Manual for Heidelpay Magento This manual describes the installation and usage of the Heidelpay extension for Magento. Release Date: Version: Thu, 20 Sep :00:

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3 Table of Contents 1 Introduction Procedure of the Installation Configuration Heidelpay - Back-End Test Environment Live Environment Module Installation and Update in the Magento Shop Installation Magento Magento Updates and Upgrades Update Checklist Update Instructions Database Migration Magento Magento Module Configuration in the Magento Shop Configuration of the Main Module Magento Magento Configuration of the Payment Method Magento Magento Shop ID Order Prefix Selecting the Authorisation Method Direct Capturing of Transactions Uncertain Status Status Optional: Validation Multi-Shop Set-Up Usage of the Integrated Multishop Functionality of Magento Settings / Configuration of Payment Methods General Information About the Payment Methods Information on Payment Status / 46

4 5.2.1 Order status "pending" / imminent payment (or similar) Order status "cancelled" The Module in Action Capturing / Cancelling of Orders Magento Magento Place Orders in the Back-End of Magento Magneto Magento Refunds Magento Magento Useful Transaction Information on the Order Magento Magento Using invoice details of a processor Magento Magento Usage Abo Commerce / Recurring Payments Magento Magento Usage of the Alias Managers / Token Solution Magento Magento Tax Calculation Settings Magento OneStepCheckout Magento Magento Set-up a cron job to activate the timed operations Magento Magento Magento 1 API Manual General Information on Using the API API Calls Testing Test Data Errors and their Solutions Module is not shown / 46

5 8.2 The Referrer URL appears in my Analytics Tool Compatibility with Third-Party Plugins Magento Fees and discounts within Magento Birthday and gender in Magento Birthday and gender in Magento Error Logging Log Levels Log Location Advanced Information Transaction Object Magento Magento / 46

6 1 Introduction This manual explains the installation, configuration and usage of the payment module for Magento and Heidelpay. Before beginning with the installation, please make sure that you are in possession of all necessary data: User name and password for the log-in to the back-end of Heidelpay Magento payment module by sellxed.com/shop Access data to your server and shop In case you don't yet have a contract with Heidelpay, you can gladly acquire it directly through us. 1.1 Procedure of the Installation In this document you will find all information important for the installation of the module. It is important that you strictly follow the check-list. Only by doing so, can a secure usage in correspondence with all security regulations be guaranteed. 6 / 46

7 Configuration of the test environment by means of the integration data from Heidelpay. These can be found on the test platform under Configuration of the basic settings of the payment module Configuration of the payment methods Carrying out of a test purchase by means of the attached test data at the end of this document If the test was successful, you can configure the live data in your shop. Log into the live environment with the obtained access data under: Installation Service Our payment plugins should have per default the correct settings for most of our customers' preferences. That means once you have entered the required credentials in the plugin configuration to connect your account to your website, the plugin should be fully operational. Should you be willing to receive detailed informations on a setting you do not know, you may contact our support team who will be able to assist you further. Our support team is at your disposal during regular business hours at: sellxed.com/support. Furthermore, you have the option of ordering our installation service. We will make sure the plugin is installed correctly in your shop: sellxed.com/shop/de/integration-und-installation.html.htaccess Directory Protection In order to test the module, any kind of directory protection or IP blocking on your server must be deactivated. This is crucial; otherwise the payment feedback of Heidelpay might not get through to the shop. 7 / 46

8 2 Configuration Heidelpay - Back-End 2.1 Test Environment The test mode is activated in the main module under "Operation Mode". The access data for the test environment ( ) is provided to you by Heidelpay. It consists of the following components: User name and the corresponding password For the configuration of the main module you receive a Sender ID, User ID and a password For the configuration of the payment methods you require a Channel ID for each payment method group The boxes for "Security Hash" and "Security Hash Secret" can be left empty Enter this data at its respective place in the main module and in the payment methods. 2.2 Live Environment As soon as the tests were successful you can switch the operation mode from test to live and replace the above security tokens with your personal access data to the live platform. You receive this data directly from Heidelpay. 8 / 46

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10 Figure 2.1: Configuration of the Main Module 10 / 46

11 3 Module Installation and Update in the Magento Shop 3.1 Installation At this time you should already be in possession of the module. Should this not be the case, you can download the necessary files in your customer account in the sellxed shop (Menu "My Downloads Downloads"). In order to download the module in your shop, please carry out the following steps: Download the plugin. The download can be found in your sellxed.com account under "My Downloads". Unzip the archive you have just downloaded. In> the unzipped folder navigate to the folder "files" For some shops there are different versions of the plugin provided. If this is the case open the folder which corresponds to your shops version. 5. Using your preferred FTP client upload entire content of this folder into the root directory of your shop. For some shops there is a specific folder containing the plugins. If thats the case upload the plugin into this folder. Make sure that the folders aren't replaced but merely merged. 6. If you haven't yet done so, log back into your shop. In the following you will find the installation manual for Magento 1 as well as Magento Magento 1 Compiler Cache / Caching Before you start the installation or after doing an update of the module, please make sure, that the compiler cache is disabled. Also make sure that you cleared the cache otherwise it could be that the settings page is not visible Create a back-up of your shop. Extract the content of the ZIP file that you have downloaded in your sellxed.com account. Copy the entire content of the folder "files" into the main directory of the server of your shop respectively to the folder where the plugins are copied normally. In order to do so, use your usual ftp program. Make sure that the folders aren't replaced but merely merged Magento 2 Im Folgenden werden die Schritte für die Installation und das Update der Extensions erklärt. 11 / 46

12 Installations Requirements Bitte beachten Sie, folgende Voraussetzungen sind für den Betrieb von Magento 2 zwingend zu erfüllen: System requirements von Magento ( /system-requirements.html) Der Cron Job muss korrekt eingerichtet sein, sonst können keine Extensions installiert werden. Weitere informationen fidnen Sie hier: /config-guide/cli/config-cli-subcommands-cron.html Installation For the installation of the plugin in your Magento 2 store please follow these steps: 1. Readiness Check Before uploading the plugin it is necessary to do the Readiness Check for Magento Save this script as cw-setup.php on your copmuter. 2. Upload this cw-setup.php Script into the root directory of your Magnto 2 installation. 3. Access your server via SSH and run this command: php cw-setup.php 4. The script will present you with additional commands which you need to execute. About the cw-setup.php script The provided script generates a set of commands which should be executed to clean up Magento 2. The script itself doesn't execute anything. It only generates the the necessary commands. 2. Upload Upload the content of the folder files_2 into the root directory of your server. Execute the commands provided by the cw-setup.php script again. 3.2 Updates and Upgrades You have direct and unlimited access to updates and upgrades during the duration of your support contract. In order to receive constant information about available updates we ask you to subscribe to our RSS feed that we publish for your module. More information regarding the subscription of this RSS feed can be found under: We only recommend an update if something doesn't work in your shop, if you want to use new feature or if there is a necessary security update. 12 / 46

13 3.2.1 Update Checklist We ask you to strictly comply with the checklist below when doing an update: Always do a back up for your database and your files in your shop Use always a test system to test the update process. Wait until all the files are copied to the shop, clear the cache if there is one in your shop and then visit the configuration page of the main module so that the update process will be initialized. Do not do updates directly in the live environment Please test the update procedure first in your test shop. Our support team is able and willing to help you if you experience problems with the update process. However, if you decide to perform the update directly in your live shop there is the possibility of a downtime of the shop of more than two days depending on the availability of our support if you do not want to book our complementary support. Depending on the version it could be that the database has to be migrated. We recommend you therefore, to perform the updates in times when the shop is not visited too frequently by your customers Update Instructions Please always read the update instruction. They can be found on the plugin page in the shop under the section change log on the lower end of the page. If there are no special remarks, you can proceed by just overwriting the files in your system Magento Download the newest version of the plugin. The download is available in your sellxed.com account under "My Downloads". Extract the ZIP file. Upload the folder files_1into the root directory of your shop. Clear the Magento cache Magento 2 Download the newest version of the plugin. The download is available in your sellxed.com account under "My Downloads". Extract the ZIP file. Upload the folder files_2into the root directory of your shop. Clear the Magento cache 13 / 46

14 3.3 Database Migration This section describes how you can run the database migration script This only needs to be done if your Magento installation shows error messages regarding missing tables or columns in the database Magento 1 Clear the Magento cache If this does not resolve the issue, remove the entry heidelpaycw_setup from the core_resource table and clear the cache again Magento 2 From the command line run the following command: php bin/magento setup:upgrade 14 / 46

15 4 Module Configuration in the Magento Shop The configuration consists of two steps. The first step is the configuration of the main module with all the basic settings (cf. Configuration of the Main Module). During the second step you can then carry out individual configurations for each payment method. This allows for full flexibility and perfect adaptation to your processes. Create back-ups! Please create a back-up of the main directory of your shop. In case of problems you will then always be able to return your shop to its original state. We furthermore recommend testing the integration on a test system. Complications may arise with third party modules installed by you. In case of questions, our support is gladly at your disposal. 4.1 Configuration of the Main Module Magento 1 The settings for the main module can be found under System > Configuration > Heidelpay. Enter the various options, some of which you have already specified in the configuration with Heidelpay. Information on the functionalities as well as the impact of the individual settings can be found directly by the option. The field "Time-Out for pending Payments" defines after how many minutes the order status should switch from pending to cancelled (0 means that nothing should be changed) if no successful feedback concerning the payment is received from Heidelpay. This might occur e.g. if the customer has closed his or her browser. Further information on this topic can be found under Order Status Magento 2 You will find the settings of the main module via Stores > Configuration > Sales > Heidelpay > General. Fill in the fields according to the configuration of Heidelpay or with the data which you received directly from Heidelpay. You can find more exact explanations regarding each option in the help text by the input boxes. 15 / 46

16 Figure 4.1: Magento 2: Configuration of the basic module. Please note, that this is an example and the settings can differ. 4.2 Configuration of the Payment Method Magento 1 After having successfully installed the main module, you will find the individual payment modules under System > Configuration > Payment Methods. You can save individual settings for each payment method and thereby optimally adapt the payment methods to your existing processes. The most central options are described in more detail further below. 16 / 46

17 Direct Capturing of Invoices The "Invoice Creation" specifies if invoices should be captured directly or not. Captured invoices can no longer be modified. If you wish to be able to modify the ordered article for debiting, please set this option to "Deferred" Magento 2 After having successfully configured the main module, you will find the settings for each payment method in your shop via Stores > Sales > Payment Methods. For each payment method you can change the settings individually to optimize the payment processing in your shop Accounting For each payment method you need to choose whether you want to register directly or delayed. A delayed booking only reserves the amount. Therefore it is important that you follow the instructions for such transactions as listed below. Reservations are usually only valid for a few days so we recommend to register directly. The delayed booking isn't available for every payment method Authorization Method For some payment methods you can choose between different authorization methods. The authorization method determines how the payment form is presented in your shop. Please note that for some authorization methods with credit cards there are extended PCI requirements. ( Shop ID In the case of a multi-store set up (cf. chapter: Multi-Store), the parameter Shop ID identifies the shop's request and, therefore, redirects the feedback of Heidelpay based on the shop ID. 4.4 Order Prefix With the option order prefix you can define your own order scheme for the transmission to Heidelpay. This option helps you identify to which shop a transaction the back-end of Heidelpay is related to. The tag "{id}" will automatically be replaced be the consecutive order number. 17 / 46

18 4.5 Selecting the Authorisation Method You can choose between two options of authorizing credit card payments. By selecting one of the two under the option 'Authorisation Methods', you define how you want to process the individual payment methods. Further information on the various authorisation methods can be found on our sellxed website. Payment Processing Please pay attention to the fact that you require the activation of further options with Heidelpay in order to use some of the authorisation methods. It may be that certain authorization methods are not available for every payment method. Alongside the introduction of PCI 3 there are additional certification requirements in case you are using the authorization method Hidden or AJAX. Please contact Heidelpay for further information or switch to another authorization method. 4.6 Direct Capturing of Transactions The option "Capture" allows you to specify if you wish to debit payments directly or if you first wish to authorise them and the debit the payment at a later point. Depending on your acquiring contract, a reservation is only guaranteed for a specific amount of time. Should you fail to debit the payment within that period, the authorisation may therefore no longer be guaranteed. Further information on this process can be found below. Different settings between Heidelpay and the module It may be that settings saved in the payment modules overwrite settings saved in Heidelpay. 4.7 Uncertain Status Status You can specifically label orders for which no 3D-Secure verification nor any other security mechanism was carried out. This allows you to manually control the order before shipment. 4.8 Optional: Validation Note: It can be that this option is not visible in your module.in this case just ignore this section. With the option 'Validation' you can define the moment when the payment method should be made visible to the customer during the checkout process. This setting is relevant for modules where the usage depends on the customer's compliance with specific preconditions. For 18 / 46

19 example, if a solvency check has to be carried out or if the payment method is only available in certain countries. You have the choice between these options: Validation before the selection of the payment method: A validation verification is carried out before the customer selects the payment method. If he or she does not fulfill the requirements, the payment method is not displayed Validation after selection of the payment method: The verification of the compliance occurs after the selection of the payment method and before the confirmation of the order During the authorisation: The validation verification is carried out by Heidelpay during the authorisation process. The payment method is displayed in any case 4.9 Multi-Shop Set-Up The payment module is designed for the usage of one Heidelpay contract for several shops. It must be differentiated, however, between the case of an integrated multi-shop functionality and independent shops: Figure 4.1: Multi-shop set-up Licensing In the case of independent shops, you require a payment module license for each shop. For scale prices, please contact us directly. 19 / 46

20 4.9.1 Usage of the Integrated Multishop Functionality of Magento The payment module supports the multishop feature of Magento. No further modifications are necessary. The module automatically recognises the shop the order belongs to. In order for the multishop functionality to work, it is, however, necessary that the individual sub-shops within Magento have been configured correctly. 20 / 46

21 5 Settings / Configuration of Payment Methods 5.1 General Information About the Payment Methods All sellxed payment modules are delivered with the most common payment methods. In case a desired payment method is not included per default, please contact us directly. In order to be able to use a payment method, it must be activated in your account with Heidelpay as well as in your shop. Information about the configuration of the payment methods can be found further above. Below you can find important information for specific payment methods that deviate from the standard process. 5.2 Information on Payment Status For each payment method you can define an initial payment status (status for authorized payments etc.). You hereby define the payment status for each state depending on the processing type of the order (captured, authorized, etc.). It's the initial status which the order assumes. Depending on the mutation carried out by you, the status can change. Important info regarding Order Status Never set the status to Pending Heidelpay implemented by the module. or any similar pending status which is Order status "pending" / imminent payment (or similar) Orders with the status 'pending Heidelpay' are pending orders. Orders are set to that status if a customer is redirected in order to pay but hasn't returned successfully or the feedback hasn't reached your shop yet (Customer closed window on the payment page and didn't complete payment). Depending on the payment method these orders will automatically be transformed into cancelled orders and the inventory will be cleared (so long as the Cronjob is activated). How long this takes depends on the characteristics of the payment method and cannot be configured. If you have a lot of pending orders it usually means that the notifications from your webserver to Heidelpay are being blocked. In this case check the settings of your firewall and ask the Hoster to activate the IPs and User Agents of Heidelpay Order status "cancelled" Orders with the status "cancelled" have either been set to that status automatically due to a timeout, as described above, or have been cancelled directly by the customer. 21 / 46

22 6 The Module in Action Below you will find an overview over the most important features in the daily usage of the Heidelpay module. 6.1 Capturing / Cancelling of Orders Magento 1 Please note: The transaction management between your shop and Heidelpay is not synchronised. If you capture payments with Heidelpay, the status in the shop will not be updated and a second capturing in the shop is not possible Case 1: Invoice Capturing Directly After the Order In the following, the process is explained for the case that you have chosen to directly create the invoice after having placed the order and only authorise payments - not capture them directly - (further information on the configuration can be found under Creating the Invoice). In order to capture the order, open the invoice and click "capture". If you click "Cancel", the authorisation will be cancelled Case 2: Deferred Invoice Capturing In case you have chosen the deferred invoice creation, you first have to create the invoice by clicking on the button "Invoice". Select "Capture online" below the total amount and then click on "capture invoice". The invoice has now been captured Cancel of orders/transactions In order to cancel a transaction you first have to open the invoice and click on the cancel button. Aftert that open the order and click on cancel here again. This will send the cancel of the order to Heidelpay. Please note that you need to cancel the invoice and the order Magento Capture Bug in Magento (v ) In version of Magento there is a bug. It could be that invoices cannot be captured. Please make the following adjustments in the file /vendor/magento/module-sales/controller /Adminhtml/Order/Invoice/Capture.php: 1. Delete the lines in the picture bellow which begin with a / 46

23 2. Add the lines which has been marked with a +. Here you can find the codes to be inserted in the form of a text: + )->addcomment( ('The credit memo has been created automatically.') ); Figure 6.1: Opening the Invoice Performing Captures Please note The transaction management between Heidelpay and your shop isn't synchronized. When you capture the payments at Heidelpay, the status is not adjusted and a second capture isn't possible in your shop. In the configuration of the payment method you can decide whether the invoice should be captured after having been created or if only the payment is authorized. You also decide if you already want to create an invoice. If you create an invoice you can't make any adjustments for the capture. In order to capture invoices please take the following steps: Open the order and create an invoice. If you have set the Invoice Settlement to deferred you can still make adjustments to the invoice. Click on Capture Online. 23 / 46

24 Figure 6.1: Capture options 6.2 Place Orders in the Back-End of Magento Magneto 1 With the Magento payment module you can place orders and capture the payment directly in the shop; so called Mail Order / Telephone Order (MOTO) Go to the order overview and click on "Create New Order" The usual window for the creation of orders will be opened. Select the customer in question, the item and the address Select the preferred payment method and click on "Submit Order". Depending on the authorisation method that you have saved for the selected payment method, you will either be redirected to the Payment Page of Heidelpay or the mask for the credit card will appear such as in the image below. Enter the credit card data of the customer. 24 / 46

25 Figure 6.1: MoTo Transactions in Magento Magento 2 With the Magento payment module you can trigger orders directly from your shop, so called Mail Order / Telephone Order (MOTO) Go to the overview of the order (Sales > Orders) and click on "Create New Order"at the top right. The familiar window to create an order will open. Choose the desired customer, article and address. In the payment method box, choose the desired payment method and click on "Finalize order". After that you will be redirected either to the Payment Page of Heidelpay or you will be asked to enter your payment information in the shop, depending on your settings. If an alias of the customer exists, you can alternatively use that for the order. 6.3 Refunds Magento 1 You can refund already captured transactions and automatically transmit them to Heidelpay. In order to do so, open the invoice of the captured order. By clicking on "Credit Memo" the window for refunds is opened. Enter the amount you wish to refund. By clicking on "Refund" the refund is transmitted to Heidelpay. Below you find a step-by-step guide including screenshots: 25 / 46

26 Figure 6.1: 1. open the invoice Figure 6.1: 2. click on credit memo - Important - open the invoice first!. Figure 6.1: 3. Adjust the refunding amount (see more info below Refunds Based on Quantity) Figure 6.1: 4. To process the refund click on Refund. Figure 6.1: Wait for the confirmation of the refund. 26 / 46

27 Refunds Based on Quantity You can make refunds based on product quantity. In order to do so, open the credit memo window and enter the amount of products you wish to refund to your customer's card You can carry out as many individual refunds as you wish until you have reached the quantity of the original order. The status of the order then automatically switches to complete. Figure 6.1: Overview over all Refunds Refunding of Any Amount As each position of the order needs to be transmitted to Heidelpay we can't support the function Adjustment Refund - meaning the refund of any amount. Only whole items can be refunded by adjusting the refund amount. Adjusting the amount of several refunds It is possible to carry out several refunds on an order. Please note that you can refund a maximum of 100% of the original amount. If you have already carried out a refund you need to make sure not to refund more than the initial amount by adjusting the amount and the Adjustment Fee Magento Resolving a Current Magento Bug (v ) In the 2.x version of Magento there is a bug. Please make the following adjustments to the file /vendor/magento/module-sales/model/order/payment.php : Delete the lines in the picture bellow which begin with a -. Add the lines which has been marked with a / 46

28 Figure 6.1: Adjustments so you are able to enter a credit memo. Here you can find the codes to be inserted in the form of a text: + )->addcomment( ('The credit memo has been created automatically.') ); Performing Credits For registered transactions you can create credits and transmit them automatically to Heidelpay. In order to do so open an invoice of an already registered order. By clicking on "Credit Memo" a dialog will open for the refunds. Now you can adjust the number of products which you would like to credit in the credit memo dialogue. Here you can find each step again including screenshots: Figure 6.1: 1. Opening the Invoice 28 / 46

29 Figure 6.1: 2. Click on Credit Memo - Important the invoice needs to be opened first. Figure 6.1: 3. Choose which products you would like to credit and click on Refund Online. 29 / 46

30 Figure 6.1: Overview of all the credits made Adjusting the amounts for several refunds It is possible to issue several credits on one order. Please note that you can't credit more than 100% of the original amount. If you have already issued a credit you will need to make sure you don't credit more than the original amount, by adjusting the amount and the Adjustment Fee. 6.4 Useful Transaction Information on the Order Magento 1 In each order, processed via the sellxed module, you can find an overview over the most important information about the transaction as well as a transaction history. 30 / 46

31 Figure 6.1: Transaction Information Magento 2 In each order, which was processed by a sellxed module, you will find an overview of the most important information on the transaction and transaction history. 31 / 46

32 Figure 6.1: Transaction Information. 6.5 Using invoice details of a processor Magento 1 In the following context you can view or embed the "payment details" of for example an "Open Invoice" transaction: Magento Order confirmation ( ) The "payment information" will be visible in the default "order confirmation " of Magento. 32 / 46

33 Magento Rechnung (PDF) The "payment information" will be visible in the default Magento-Invoice Magento-Backend (Transaction details) You can view the payment and transaction details in Magento under Sales > Orders. Figure 6.1: Transaction details within Magento Magento Success-Page Due to technical limitations, it is currently not possible to display the "payment information" here Magento 2 In the following context you can view or embed the "payment details" of for example an "Open Invoice" transaction: Magento Order confirmation ( ) The "payment information" will be visible in the default "order confirmation " of Magento Magento Rechnung (PDF) The "payment information" will be visible in the default Magento-Invoice. 33 / 46

34 Magento-Backend (Transaction details) You can view the payment and transaction details in Magento under Sales > Orders Magento Success-Page Due to technical limitations, it is currently not possible to display the "payment information" here. 6.6 Usage Abo Commerce / Recurring Payments Magento 1 Abo-Commerce increases long-term customer loyalty. Customers can choose as many products as they wish and have them ordered in cycles of their choice. The advantage for customers: products that are required regularly are automatically delivered to their home. If you wish to offer recurring payments with Magento, you can use our extension that we've developed for you. The module can be purchased directly in our shop. Please refer to the attached manual for the configuration of the module Magento 2 It is not possible to create recurring payments for Magento Usage of the Alias Managers / Token Solution Magento 1 With the Alias Manager, your customers can securely save their credit cards with Heidelpay for later purchases. You can enable this by activating the option "Alias Manager" in the configuration of the Payment Method. The customer can then choose from their saved credit cards without having to enter all the details again. 34 / 46

35 Figure 6.1: Alias Manager Transaction Attention To use the Alias Manager tit may be necessary to activate certain options in your Heidelpay account. Please contact Heidelpay directly to do so Deleting Customer Aliases You can easily delete a customer's alias by opening the customer in the backend of Magento. Switch to the tab Heidelpay Alias and delete the saved alias directly here. Figure 6.1: Delete previously saved aliases of your customers Magento 2 Due to the integration of the Alias Manager the customers credit card data can be saved for later purchases. The customer can choose between the cards that have already been saved and won't have to enter all of credit card data again. 35 / 46

36 Activating the Alias Manager / Token In order for you to be able to use this you will need activate the option "Alias Manager" in the payment methods. Figure 6.1: Alias Manager Transaction Customers Deleting the Token In Magento 2 you can allow your customers to manage the aliases in their customer account at "My Heidelpay Aliases / Token"". This feature can also be enabled in the settings of the payment method 36 / 46

37 Figure 6.1: Activating the Alias Manager for Customers. 6.8 Tax Calculation Settings Magento 1 To ensure that the taxes are calculated correctly and transmitted correctly to a third party invoice provider inside Magento please make sure that you set the calculation settings in the menu under System > Configuration > Tax as showed in the screenshot below. Figure 6.1: Recommended tax calculation settings for Magento. Please also make sure that inside the settings of your promotion in the tab "Actions" the discount is not applied to the shipping amount as Magento is not correctly transmitting the tax rate there. 6.9 OneStepCheckout 37 / 46

38 6.9.1 Magento 1 The checkout of Magento can be modified and reduced to one step. The so called OnePageCheckout. The sellxed modules support the most important OnePageCheckout extensions. If you are thinking of using a OneStepCheckout extension in combination with the sellxed Heidelpay Magento, please make sure that you are using one of the following: 1neStepCheckout by OneStepCheckout by Ahead Works LightCheckout by GoMage Firecheckout by Templates Master Magento 2 There is no official support for any OnePageCheckout module for Magento Set-up a cron job to activate the timed operations Magento 1 To activate the timed operations of the plugin (e.g. update service, deleting pending orders, etc.) make sure that you set up the Magento Cron engine. Especially the update function allows you to automatically retrieve additional information or changes of your order directly via the API of Heidelpay. Please note it could be that in order to use the update feature it may be necessary that Heidelpay activates additional options in your account. The module uses the standard cron engine of Magento. More information regarding the set up can be found here. Here we suggest you use a Cron Engine like for example EasyCron. This allows you to open the file (URL) with an external service Magento 2 The module uses the standard cron engine of Magento 2. More information regarding the set up can be found here Magento 1 API Manual Via API, the sellxed modules provide plenty of information on a transaction. The following section describes which calls are possible and what information is provided. 38 / 46

39 General Information on Using the API General information on using the Magento SOAP API can be found here: magentocommerce.com/api/soap/introduction.html API Calls This overview shows the API Versions and which API Calls they support API V1 $client->call($session, 'heidelpaycw_transaction.list'); //List of all transactions $client->call($session, heidelpaycw_transaction.info', {transactionsid}); // Single Transaction API V2 $client->heidelpaycwtransactionlist($session); //List of all transactions $client->heidelpaycwtransactioninfo($session, {transactionsid}); //Single Transaction XML-RPC $client->call('call', array($session, 'heidelpaycw_transaction.list')); //List of all transactions $client->call('call', array($session, 'heidelpaycw_transaction.info', {transactionsid})); //Single Transaction REST $this->callapi( heidelpaycw/transactions'); //List of all transactions $this->callapi('heidelpaycw/transactions/{transactionsid}'); //Single Transaction 39 / 46

40 7 Testing Before switching from test to live mode it is important that you test the module extensively. You can find all relevant test credit card data under: Testing Do not forget to switch the operating mode from test to live after having successfully tested the module. 7.1 Test Data In the following section you can find the test data for the various payment methods: American Express Card number Expiry Date 12/2018 CVC 1234 Open Invoice Carte Bleue Card number Expiry Date 12/2018 CVC 123 Direct Debits Maestro Card number Expiry Date 12/2018 CVC 123 MasterCard Card number Expiry Date 12/2018 CVC 123 Card number Expiry Date 12/2018 CVC 123 No 3D Secure 3D Secure Solo Card Card number Expiry Date 12/2018 CVC 123 Visa 40 / 46

41 Card number Expiry Date 12/2018 CVC 123 Card number Expiry Date 12/2018 CVC 123 No 3D Secure 3D Secure 41 / 46

42 8 Errors and their Solutions You can find detailed information under Should you not be able to solve your problem with the provided information, please contact us directly under: Module is not shown If the module is not shown even though the files have been downloaded onto the server correctly, please check the following: The local.xml can be found in the /app/etc directory Make sure disable_local_modules is set to false 8.2 The Referrer URL appears in my Analytics Tool When a customer and the notification are redirected via Header Redirection, the Heidelpay Referrer URL might appear in your Analytics Tool thus hiding the original traffic source. However, most Analytic Tools are able to minimize this problem. In case you are using Google Analytics as reporting tool, this step by step guide may help you to exclude the URLs: under bullet point / 46

43 9 Compatibility with Third-Party Plugins The plugins listed below are compatible with our payment modules and allow you to handle certain tasks in a easier way. 9.1 Magento Fees and discounts within Magento To configure a Heidelpay payment gateway based fee and discount, you will need the following 3rd-Party plugin. Fooman Surcharge 9.2 Birthday and gender in Magento 1 For certain payment service providers it is necessary to check the birthday an the gender of a customer. Magento 1 does not check this by default. this check can be enabled under "Go to System > Configuration Customers > Customer Configuration > Name and Address Options". 9.3 Birthday and gender in Magento 2 For certain payment service providers it is necessary to check the birthday an the gender of a customer. Magento 2 does not check this by default. this check can be enabled under "Stores > Configuration Customers > Customer Configuration > Name and Address Options". 43 / 46

44 10 Error Logging The module will log different unexpected errors or information depending on the configured level. If there is any issue with the module, this log can help identify the cause Log Levels You can configure the log level in the Heidelpay settings. The store log setting does not affect these log messages. Error: Logs unexpected errors only. (Default) Info: Logs extended information. Debug: Logs information helpful for debugging Log Location The log file is stored in the Magento log directory. (Default Path: {shoprootdirectory}/var/log) 44 / 46

45 11 Advanced Information This section of the manual is for advanced usage of the module. The content is for advanced users with special requirements. Everything in this section is optional and not required for the daily usage of the module Transaction Object This section describes how to extract information from a transaction, if you need it for further processing. E.g. You require more information of the transaction for further processing an order in your erp system. The code snippets in this section assume your script resides in the root folder of the shop with the default shop folder structure Magento 1 Initialize the shops core functions. define('magento_root', getcwd()); $magefilename = MAGENTO_ROOT. '/app/mage.php'; require_once $magefilename; Mage::setIsDeveloperMode(true); ini_set('display_errors', 1); umask(0); Mage::app(); Now you can load the transaction and then extract the transactionobject. Load the transaction object by Id: $dbtransaction = Mage::getModel('heidelpaycw/transaction')->load ($transactionid); $transactionobject = $dbtransaction->gettransactionobject(); Load the transaction object by Order Number: $dbtransaction = Mage::getModel('heidelpaycw/transaction')->load ($orderid,'transaction_external_id'); $transactionobject = $dbtransaction->gettransactionobject(); Magento 2 Initialize the shops core functions. use Magento\Framework\App\Bootstrap; require DIR. '/app/bootstrap.php'; $bootstrap = Bootstrap::create(BP, $_SERVER); $obj = $bootstrap->getobjectmanager(); 45 / 46

46 $state = $obj->get('magento\framework\app\state'); $state->setareacode('frontend'); Get the transaction factory. $factory = $obj->get ('Customweb\HeidelpayCw\Model\Authorization\TransactionFactory')- >create(); Now you can load the transaction and then extract the transactionobject. Load the transaction object by Id: $dbtransaction = $factory->load($transactionid, 'entity_id'); $transactionobject = $dbtransaction->gettransactionobject(); Load the transaction object by Order Number: $dbtransaction = $factory->load($orderid, 'order_id'); $transactionobject = $dbtransaction->gettransactionobject(); Load the transaction object by Payment Id: $dbtransaction = $factory->load($paymentid, 'payment_id'); $transactionobject = $dbtransaction->gettransactionobject(); 46 / 46